Perigon Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Perigon Wealth Management’s Portfolio NUSC Stock Details NUSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$389K	Sell	7,463 -866	-10%	-$42.6K	0.01%	997
2026 Q1	$375K	Sell	8,329 -123	-1%	-$5.74K	0.01%	935
2025 Q4	$377K	Sell	8,452 -65	-0.8%	-$2.9K	0.01%	927
2025 Q3	$376K	Sell	8,517 -1,275	-13%	-$54.2K	0.01%	859
2025 Q2	$399K	Buy	9,792 +3,444	+54%	+$133K	0.01%	741
2025 Q1	$243K	Sell	6,348 -890	-12%	-$36.9K	0.01%	889
2024 Q4	$311K	Sell	7,238 -249	-3%	-$10.9K	0.01%	803
2024 Q3	$321K	Sell	7,487 -799	-10%	-$32.9K	0.01%	764
2024 Q2	$326K	Sell	8,286 -821	-9%	-$32.6K	0.01%	664
2024 Q1	$379K	Sell	9,107 -1,059	-10%	-$41.5K	0.01%	609
2023 Q4	$397K	Buy	10,166 +53	+0.5%	+$1.86K	0.01%	567
2023 Q3	$352K	Sell	10,113 -104	-1%	-$3.84K	0.01%	537
2023 Q2	$378K	Buy	+10,217	New	+$361K	0.01%	532

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Perigon Wealth Management's NUSC Position: Q2 2026 in Review

Perigon Wealth Management reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 10% in Q2 2026, selling an estimated $42.6K and leaving 7,463 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #997.

Perigon Wealth Management first reported a position in NUSC in Q2 2023 and has held it in 13 quarters since. The position peaked at $399K in Q2 2025. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Perigon Wealth Management held 7,463 shares of Nuveen ESG Small-Cap ETF worth $389K as of Q2 2026.
Perigon Wealth Management sold 866 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $42.6K.
Nuveen ESG Small-Cap ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #997 holding.
Perigon Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Perigon Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $399K in Q2 2025.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.